ROTARY BURLINGTON (EIN 426076414) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1915

Legal Domicile

Principal Officer

GARY MANSHEIM

Tax Period

2023-07-01 to 2024-06-30

ROTARY BURLINGTON, founded in 1915, is a micro nonprofit that reported $39K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $37K left a modest 6% surplus.

Mission

ROTARY INTERNATIONAL PROJECTS, YOUTH, AND COMMUNITY PROJECTS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $33,172

Program Service Revenue $0

Investment Income $3

Other Revenue $6,048

TOTAL REVENUE $39,223

Expense Breakdown

Grants Paid $8,049

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,049

Other Expenses $28,688

TOTAL EXPENSES $36,737

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,223	$33,023	+0.2%
Expenses	$36,737	$34,604	+0.1%
Net Income	$2,486	$-1,581	-2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNA SCHNEDEN	DIRECTOR	3.00	Director	$0	$0	$0
DOMINIQUE CORNICK	DIRECTOR	3.00	Director	$0	$0	$0
ISAAC MUMMA	DIRECTOR	3.00	Director	$0	$0	$0
TOMI HAGAN	DIRECTOR	3.00	Director	$0	$0	$0
KAY WEISS	DIRECTOR	3.00	Director	$0	$0	$0
DELLA SCHMIDT	DIRECTOR	3.00	Director	$0	$0	$0
ED MANSHEIM	TREASURER	8.00	Officer Director	$0	$0	$0
GARY MANSHEIM	PRESIDENT	8.00	Officer Director	$0	$0	$0
CHAD BIRD	SECRETARY	3.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$39,223	$36,737	$8,463	$2,486
2023	$33,023	$34,604	$5,977	$-1,581
2022	$30,227	$34,136	$7,558	$-3,909
2021	$23,406	$29,043	$11,467	$-5,637
2020	$51,059	$46,993	$17,104	$4,066
2019	$58,742	$61,542	$13,038	$-2,800

ROTARY BURLINGTON